Explore the phenomenal growth and intricacies of various derivative instruments. Learn about the impact of market volatility, financial deregulation, and advances in technology on derivatives. Understand the role of derivatives in portfolios for institutional and retail investors.
An introductory chapter on the portfolio approach, where key techniques to analyze and measure portfolio risk and return are explored, along with management styles in equity and fixed-income portfolios.
Learn the in-depth analysis of the rate of return and its importance in the context of Canadian Securities Course. Understand various related concepts such as capital loss, real rate of return, cash flow, and risk-free rate of return.
Learn about the various types of risks involved in investing, including inflation rate risk, business risk, political risk, liquidity risk, interest rate risk, and foreign investment risk. Understanding these risks can help investors make more informed decisions.
Learn the principles and methodologies of combining securities in a portfolio to optimize risk and return in the Canadian Securities Course.
Discover the methods and strategies involved in Active Investment Management, focusing on effectively outperforming benchmark portfolios using bottom-up and top-down analysis.
A comprehensive summary of Chapter 15, addressing key concepts such as risk, asset allocation, correlation, portfolio management strategies, and frequently asked questions.
Learn the essentials of portfolio management, including flexibility, asset allocation, and key theories and practices that impact investment decisions.
Understand the importance and intricacies of asset mix within an investment portfolio, including classifications such as cash, fixed-income securities, and equity securities as well as strategic and dynamic asset allocation approaches.
Deep dive into the complexities of mutual fund performance. Learn about various challenges and factors affecting mutual fund assessment, key terms, performance metrics, and common pitfalls.
Learn about alternative investments, including their categories, benefits, risks, and structural features. Discover how these investments can enhance portfolio performance.
Learn about Real Estate Investment Trusts (REITs), including their structure, benefits, risks, and function within an investment portfolio. Discover how REITs provide liquidity, professional management, and a stable income stream, making them a viable option for both small and large investors.
Comprehensive guide on advisor-managed accounts in the Canadian Securities Course. Understand the benefits, types, and tax implications of advisor-managed accounts.
A comprehensive guide to Separately Managed Accounts (SMAs) for Canadian investors. Understand the benefits, management structures, and roles of sub-advisors and overlay managers.
Learn about the structure, benefits, and operation of Private Family Offices for high-net-worth individuals.
Overview of key aspects and frequently asked questions about fee-based accounts including their types, services offered, and regulatory requirements.
Understanding the buy side of fixed-income trading, focusing on portfolio managers, traders, and the institutional clients they serve.
An introduction to equity securities with a focus on common shares, comparing their long-term performance against bonds and inflation.
Learn about the benefits of closed-end funds, including portfolio diversification, unique investment strategies, focus on long-term gains, and lower management fees.
